Morning, good post, engaging in some chatter like this is good!
I think you are hinting about agy, i previously held agy ( in at 3c and out around 20 or so) and have no problem with agy at all, i want them to do well as it will help us and others! BUT....by the same token i dont think one can use the term fast track unless it actually is fast tracked, in any event I wont go any further or I will be modded for been off topic.
Nextly in relation to JP are you suggesting he worked at fmc/livent? If so I am 99.9% sure that is not the case as he worked at pattos as a lithium analyst and visited various projects and analysed them. Where are you suggesting he worked?
This is not a one man band stock ( no offence intended to anyone) we have boris on the ground with a very experienced and qualified team. We also have daniel on the board who as we all know was the guy that managed all sales for sqm. Given where we are heading I wouldnt be surprised in time that more processing expertise is added to the management ranks.
I agree with your points about what a good company needs.
AGY needs a lot of processing expertise as its relatively low grade and high impurity (and hopefully they do really well) whereas GLN is massive grade and low impurity......hence.....imo the processing is nowhere near as complex and the established methods will work well but also the newer methods may also be "worth a punt".
Bart Cummings didnt just have one horse in his stable, he had many.....good luck to us all with our stocks of choice, I think there is some good coin to be made in the next 5 years out of lithium!! We do need an AGY type though to get to production to show the juniors can do it.........maybe JP will jump the queue though given we should have our pilot plant running this year! I have my money on it !
GLN Price at posting:
17.5¢ Sentiment: Buy Disclosure: Held
(20min delay)